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The ability to import data into Sage 300 Construction and Real Estate can save an immense amount of time. Putting the data into the correct format can be tedious though and prone to error. Sage Office Connector Import makes it easy. During this class, you will learn how to use Office Connector Import to take the data you have in Excel and put it into the format needed by Sage to import it; and without sacrificing the layout and presentation in Excel and without tedious formatting steps.

This is a lecture style class conducted via an online meeting and teleconference. Materials provide fairly detailed, tutorial-like instructions, so that you can work through the examples on your own time in order to cement what you have learned.

The instructor will cover the following objectives:

Safety & Security

Adding Data Validation to Excel Worksheets

Enabling Existing Excel Worksheets for Import

Import PR Time

Audit Trail

Note: Once purchased, training seat must be used within one year from purchase date. Unused training does not carry forward.